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Financial Planning June 1, 2007 Israelsen & McDonough	MIPY Rides Again This investment strategy that annually reallocates money into the middle performing index from the prior year has proved that it can keep clients in the saddle.
Financial Planning July 1, 2005 Israelsen & McDonough	Bet Your BIPY In an ongoing quest to refine which strategies work best in the battle between growth and value investments, this article goes further to examine tactical asset allocation approaches using growth indexes.
Financial Planning May 1, 2005 Israelsen & McDonough	Gaming the System Investors can use last year's middle-performing value index to produce excellent results this year.
Financial Planning June 1, 2005 Craig L. Israelsen	Three's Not a Crowd How passive fund investors can get the best exposure to the whole U.S. market.
The Motley Fool January 20, 2006 Doug Short	Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth.
Financial Planning October 2, 2007 Craig L. Israelsen	Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you.
Financial Planning December 1, 2005 Craig L. Israelsen	Keeping it in Perspective How often and by how much does growth outperform value?
Financial Planning November 1, 2007 Craig L. Israelsen	Proposition Three The number of target-date funds continues to grow, but there remains only one set of benchmarks. Here are three proposed indexes to fill the void.
Financial Planning March 1, 2005 Israelsen & Clement	Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.
Financial Advisor April 2008 C. & J. Carty	Capturing Alpha With ETFs An actively managed portfolio of exchange-traded funds can generate risk-adjusted excess returns above those of its individual funds -- a positive alpha.
Financial Planning May 1, 2012 Craig L. Israelsen	Emerging Stars Compared with U.S. stock funds and broad international stock funds, funds that specialize in emerging foreign markets are a bit like Usain Bolt sprinting against mere mortals. They leave the competition far behind. But this class of investment also carries a lot of volatility.
Financial Planning September 1, 2005 Craig L. Israelsen	Don't Box Me In Is it better to diversify from the four corners of the equity style box or take the middle road? Investment professionals have different recommendations.
Financial Planning June 1, 2009 Craig L. Israelsen	The Value Premium While industry experts might be trumpeting growth as the place to be when the market rebounds, advisors should remember that longer-term, the market values value.
Investment Advisor March 2006 Kathleen M. McBride	Allocation Without Borders Vice chairman and CIO of Alliance Bernstein Investment Research & Management Ranji Nagaswami argues that being free to select equities worldwide yields better performance with lower risk.
Financial Advisor June 2004 Kevin M. Wilson	Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest?
The Motley Fool March 22, 2005	Beyond the S&P 500 Index investors have more choices than just the S&P 500.
Financial Planning September 1, 2006 Scott A. Leonard	The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it.
The Motley Fool January 13, 2007 Doug Short	Beating the S&P 500 If your portfolio gained less than 15.8% last year, perhaps it's time to think outside the box.
Financial Advisor February 2008 Craig L. Israelsen	A Better Mousetrap Target date funds are here to stay. As a result of the Pension Protection Act of 2006, target date funds will likely become the auto-enrollment default option in tax-deferred retirement plans.
The Motley Fool August 20, 2008 Dan Caplinger	If You Can't Beat the Indexes, Join Them As easy as it is to have an all-index portfolio, you may be curious: Is it a good idea?
Financial Planning December 1, 2005 John Nersesian	Rebalancing Act One of a planner's most difficult tasks in getting clients to implement a financial plan is convincing them to rebalance their asset allocations. Before you can persuade clients to rebalance, you have to show them the benefits.
Financial Planning November 1, 2005 Donald Jay Korn	Leaning Toward Lockstep Correlations between U.S. and foreign markets are increasing, but adherents insist that foreign investing can still reduce risk.
Financial Advisor March 2005 Craig L. Israelsen	Benchmark Checkup Comparing equity mutual fund returns to an index can be very deceiving.
Financial Planning October 1, 2011 Craig L. Israelsen	Multiply Returns by Dividing Gaining exposure to U.S. stocks by using three equally weighted index funds produced better performance than a single mega-market index fund during the Lost Decade of 2001 to 2010.
Financial Planning May 1, 2006 Elizabeth O'Brien	S&P Muscles in on Wilshire More and more index makers are offering the same products -- but they insist there's a difference. Planners should take the time to explain the differences to their individual clients in order to "manage expectations."
Financial Planning March 1, 2006 Donald Jay Korn	Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing.
The Motley Fool May 7, 2007 Amanda B. Kish	Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc.
The Motley Fool December 9, 2010 Dan Caplinger	Why Mega-Cap Stocks Are Not Enough Before you jump into the biggest, most popular index funds that are based on the S&P 500 index, think twice.
Investment Advisor January 2006 Callahan & Howard	Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand.
Financial Planning October 1, 2013 Craig L. Israelsen	Should Clients Avoid Bonds Now? With rates inching upward, some clients may want to skip fixed-income investments entirely. They shouldn't.
Financial Advisor October 2005 David Reilly	Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note.
Financial Planning June 1, 2009 Richard A. Ferri	Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task.
Investment Advisor April 2006 Ben Warwick	The Puzzler: The Tilt of Beating the Market? The uncorrelated nature of portfolio tilts creates a type of safety net that puts the advisor in the driver's seat. Combined with tax-loss selling and account rebalancing, portfolio tilts are a powerful addition to an arsenal and a nearly fool-proof way to generate alpha for clients.
The Motley Fool June 28, 2007 Amanda B. Kish	Are Your Funds Really Performing? It's not enough to simply pick good mutual funds and hope that your money will grow. You need constant evaluation and comparison to keep your investment program on track.
Financial Advisor September 2011 Tom Lydon	It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results.
Real Estate Portfolio May/Jun 2006 Steve Bergsman	Indexes: An Investment Strategy or Investment Benchmark While real estate index fund investing remains a niche play, the number of individual funds continues to expand, which means conservative investors or those investors seeking to reduce volatility associated with actively managed funds have more options from which to choose.
Financial Planning May 1, 2006 Israelsen & Walker	Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate.
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright	But Don't I Already Own REITs? Broader index shares (e.g. S&P 500 or Russell 2000) do not a REIT allocation make.
Financial Planning June 1, 2012 Craig L. Israelsen	Valuable Property It turns out that giving real estate a place in your overall portfolio is an essential step toward optimal diversification.
Financial Planning August 1, 2006 Scott A. Leonard	The Dogs of the Dogs Should you be buying the worst of the worst for your clients? To get the most out of academic research, and to take full advantage of the added returns offered by value stocks, the easy conclusion is that when it comes to value, more is better.
Financial Advisor May 2004 C. Michael Cart	Risk Control: The Next Act For ETFs New Exchange-traded funds are being created as strategies and technology are developed.
Financial Advisor September 2005 Rick Adkins	What I Learned About Portfolio Rebalancing Why does conditional rebalancing work so well? Common sense: It allows the markets, not a calendar, to dictate when it is time to rebalance one's portfolio.
Financial Advisor December 2007 Marla Brill	The New Indexing Maze The mushrooming ETF market has spawned a new breed of indexes that represent a radical departure from traditional benchmarks in both their construction and purpose.
BusinessWeek September 6, 2004 Lewis Braham	How To Spot A Closet Index Fund When funds charge through the nose for index-like performance, it's particularly offensive. If you're holding an expensive index hugger, the best advice is to sell it.
BusinessWeek July 18, 2005 Adrienne Carter	Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns.
Registered Rep. July 1, 2006 Stan Luxenberg	Fundamental Indexing During the 1990s, S&P 500 index funds were all the rage -- and, for most core investments, the bogey to beat. But lately the index has been offering stingy returns.
Registered Rep. October 1, 2002 Stan Luxenberg	The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them.
The Motley Fool February 25, 2009 Selena Maranjian	Index Funds Are Hard to Beat An eye-opening new study from Standard & Poor's reveals that the majority of managed funds fail to outperform simple index funds. That's right -- funds run by actual human beings still can't beat a copycat strategy of matching a broad index's holdings.
Financial Planning December 1, 2006 Carpenter & Veres	Rethinking the World Global economic changes are demanding a more sophisticated evaluation of your financial advisory clients' portfolio allocations.
Financial Advisor March 2011 Marla Brill	New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them.